I have over 25 years of experience as a financial advisor.

My family and I love to travel. We also love playing golf and paddle boarding. I also enjoy running. We are active in our church.

I became a financial advisor because I felt there was a need to help educate and assist families in making life changing decisions. Education is important to me and vital to staying on top of issues important to my clients. I have my CFP® and ChFC® certifications. I am currently participating in a yearlong coaching program with one of the top firms in this area.

My primary focus is assisting clients with complex financial issues. We follow a process that involves learning about our client's goals and helping them with strategies for wealth preservation, wealth enhancement, wealth transfer, wealth protection and charitable giving.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Portfolio Reviews
  • Charitable Giving

My Personal Interests

  • Golfing
  • Running
  • Canoeing
  • Traveling
  • Skiing

Office Information

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